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Vanessa Darwin

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Latest activity by Vanessa Darwin
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    Vanessa Darwin created an article,

    How to add New Users

    Goal: Adding New Users into Domain Creating New Users New Users adding roles  New Users adding Permissions Where: Procurify Web Tips! You will need access to Settings in order to add a user t...

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    Vanessa Darwin created an article,

    How to set-up Catalog Permissions

    Goal: Assign Catalog Permissions by user Assign Catalog Permission by Department Filter Catalog items by User Filter Catalog items by Department Where: Procurify Web Tips! You must have Super...

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    Vanessa Darwin created an article,

    How to make an Approval Routing Group

    Goal: Create Approval Group New Department made needs Approval Routing Unable to select Department in Request Approval Routing Group Where: Procurify Web Tips! For more information regarding ...

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    Vanessa Darwin created an article,

    How to disable Test Mode on Amazon Punchout

    Goal: Ability to make Live orders with Amazon Punchout Disabling Test Mode on Amazon Punchout Activating Amazon Punchout Amazon Punchout Set-Up guide Where: Amazon Business Settings Tips! You...

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    Vanessa Darwin created an article,

    How to adjust Payment & Address Settings to Shared on Amazon

    Goal: Shared Payment methods Shared Addresses Share all needed settings to make Punchout Orders Where: Amazon Business Settings Tips! You will need Admin access and credentials to make adjust...

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    Vanessa Darwin created an article,

    How to Assign Requisitioner & Punchout User(s) Roles in Amazon

    Goal: To assign Roles to users within Amazon Business The ability for users to make Punchout Orders Amazon Punchout user Set-Up Where: Amazon Business Settings Tips! You will need Admin acces...

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    Vanessa Darwin created an article,

    How to Replicate an Expense to Edit.

    Goal: How to replicate an expense request? How can I edit a submitted expense? How to adjust a submitted expense? Where: Procurify Web Tips! It's important to Delete the original Expense afte...

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    Vanessa Darwin created an article,

    What do the Different Colors Mean in Procurify?

    Question: Why is an order showing as Orange? Why is a Bill showing as Orange? Why is a PO showing as Orange? Why is the PO showing as Blue? Why is the Order showing as Blue? Why is the Bill showin...

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    Vanessa Darwin created an article,

    How to Complete a Credit Card Reconciliation that was Already Started

    Goal: How can I change a credit card from draft to ready to reconcile? Getting credit card ready to reconcile Changing credit card status from Draft to Ready to Reconcile Where: Procurify web ap...

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    Vanessa Darwin created an article,

    How to Put an Unbilled Item onto an Already Created Bill

    Goal: Adding an unbilled item to a pending Bill Adding an unbilled item to an open Bill Add more unbilled items to a draft Bill Incorporating unbilled items into a created Bill Where: Procurify ...